Planning Your Next Chapter: The Benefits and Timing of Transitioning to a Retirement Home

18 April

Transitioning into a retirement home is a significant life decision that involves careful planning and consideration.    As people age, their living needs change, and moving into a retirement home can offer numerous benefits. Here are the top 10...[Read More]

Reasons why early estate planning is crucial

11 April

Estate planning is an essential yet often overlooked aspect of financial planning. For many Australians, it is seen as something to be dealt with later in life, if at all.   However, estate planning should begin as early as possible to ensure a...[Read More]

How to identify and choose the right business structure

4 April

All successful businesses depend on a solid and dependable structure. While you can always work it out as you go, improvisation in the business world is inefficient, highly risky, and likely to lead to failure. Getting the right systems in place...[Read More]

Stronger data protections for voluntary digital IDs

3 April

A single digital ID will make it easier for Australians to verify their identity online and reduce the risk of privacy breaches, a minister says, as new laws clear a major hurdle. Legislation to set up a digital ID scheme passed the Senate on...[Read More]

Essential Checklist: Preparing for Your Will Drafting Session with a Lawyer

22 February

Preparing a will is an important step in managing your estate and ensuring your wishes are honoured after you pass away. Before meeting with a lawyer to draft your will, it’s beneficial to have several items prepared to make the process as smooth...[Read More]

Right to disconnect laws pass federal parliament

15 February

Employees will now have the right to disconnect from work out of hours, after industrial relations changes passed parliament. Under the workplace reforms, employees will have the right to ignore unreasonable calls and emails outside of their...[Read More]

Some reasons why you should discuss inheritance planning with your family

25 January

While most people write wills, very few families discuss inheritance. Parents avoid discussing inheritance planning with their children due to the subject’s sensitivity. However, avoiding the conversation does more harm than good. For example,...[Read More]

Cyber hackers break into Victorian court recordings

3 January

Victoria’s court system has been hit by a cyber attack, with hackers accessing weeks worth of recorded hearings. Court Services Victoria was first made aware of the infiltration on December 21 but it’s believed the audio visual technology...[Read More]

Deductible Gift Recipient (DGR) Registers Reform – new law coming into effect

3 January

The ATO will administer and oversee Deductible Gift Recipient (DGR) endorsement for 4 unique DGR categories.   From 1 January 2024, the Deductible Gift Recipient (DGR) Registers Reform new law comes into effect, transferring administrative...[Read More]

When should you start thinking about Estate Planning?

20 December

With the end of the year fast approaching and the dawn of the New Year on the horizon, it’s crucial to shift our focus towards estate planning. Often underestimated, this financial aspect tends to take a backseat in the lives of many Australians....[Read More]

Taxpayers cop fines after using unregistered tax agent

13 December

An unregistered tax accountant exposed her clients to fines and unexpected tax bills after unlawfully lodging hundreds of returns filled with dodgy deductions. Perth-based Jessa Van Stroe, who is also known as Jessa Layola, was not registered with...[Read More]

Businesses slam workplace changes as bill clears House

30 November

Business and industry groups are urging the Albanese government to go back to the drawing board on industrial relations laws after they cleared their first hurdle. The laws, aimed at closing labour hire loopholes, went through the House of...[Read More]

Insurance coverage designed to keep families financially protected

23 November

Protecting one’s family is a vital aspect of parenting, and every parent has their own unique ideas about what it means to keep their loved ones safe. As a parent, you feel the need to protect and keep your children safe, especially in the early...[Read More]

Navigating the Emotional and Financial Aspects of Inheriting Wealth

16 November

Inheriting wealth, while often a sign of a loved one’s thoughtfulness, also brings a mix of emotions and responsibilities. It’s a time that calls for both emotional support and practical financial planning. Taking the time to grieve and process...[Read More]

Ask yourself these 5 things before buying life insurance

19 October

Like any other insurance policy, life insurance has many variations to meet different users’ needs. Thus, before choosing one, you must determine what you need in a life insurance policy. The best way to determine the best policy is by evaluating...[Read More]